Currently, I believe a lot in silver, and tend to hold silver instead of cash positions. When I have a lot of silver, it is because I am staying away from regular stocks.

I will be updating once a day when the market is open, and tracking the account on an NAV basis, so that comparisons can be made with the S&P500 and other indices.

None of what I write can be construed as advice for anyone else, though I hope it's interesting to read. It does not ever constitute a solicitation to buy or sell any security. I have no plans to warn ahead of time when I will buy or sell a security--I usually do so with limit orders anyway, and especially cannot predict sales ahead of time.

Though I try always to be an adroit investor, I am always learning more. I hope you'll join me.

The last few days, oil has definitely been the bully pushing everything else around.

The broad markets partly followed oil, but the dollar and precious metals were really influenced by the price of energy.

Overall, oil has been down, and so has my portfolio, but today was up along with oil, gold and silver. Oil dropped a couple of days ago on some noises from OPEC about increasing production, and oil rose today when those rumors were denied.

The dollar was down. That provided a boost to all commodities, but wasn't the whole story. Oil was up also because fears of a bearish inventories report tomorrow. Gold and silver followed those two higher, especially silver, which seemed to play catch-up today.

Naturally, my portfolio was up, and up big. NAV has nearly tripled from the starting point.

The jobs report was stronger than expected, at 166,000 jobs (slightly above the population growth of the country, so not fantastic, but expectations were way lower). Frankly the jobs number is so massaged--and so changed by later updates and adjustments--that it's a wonder the number receives as much attention as it does.

Between those two things, the worries were that the economy would slow. The market started down. Late in the session Citigroup announced an emergency weekend board meeting, which mollified the markets, especially the routed financials. The markets ended slightly up. Of course, liquidity has been injected into the system, too.

Gold and silver started flat but ended higher. My portfolio followed the commodities upward.

I'm still doing that Marketocracy faux portfolio. It's doing quite well. Check it out here. Lots of similiarities to my very very real portfolio here--lots of commodities stocks. But a broader mix of others too, since it's supposed to be more of a mutual fund, and not a sector fund either. As of now, if the M100 (made up of a rotating mix of the best-performing faux portfolios, and turned into a REAL mutual fund) included my fund, it would be doing better than it is! This is especially true of the long-term, as you can see by the chart.